Purchases and Sales Made in Q1 2023 in First Tr Exchange Traded Iv (EMLP)
This table provides information about the institutional ownership of First Tr Exchange Traded Iv (EMLP) during Q1 2023. The information is specifically focused on institutions that hold shares of FIRST TR EXCHANGE-TRADED IV.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-6.21K- 7.8% |
$158K - $172K
|
73.5K
$2.62M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-7.11K- 51.07% |
$181K - $197K
|
6.82K
$243K
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-7.15K- 17.09% |
$182K - $198K
|
34.7K
$1.24M
|
|
|
May 11, 2023
Q1 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-7.18K- 2.8% |
$183K - $199K
|
250K
$8.9M
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
SELL
|
- |
-7.45K- 19.9% |
$189K - $206K
|
30K
$1.07M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-7.69K- 17.89% |
$196K - $213K
|
35.3K
$1.26M
|
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-7.79K- 7.92% |
$198K - $215K
|
90.5K
$3.23M
|
|
|
Apr 14, 2023
Q1 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-7.81K- 0.67% |
$198K - $216K
|
1.16M
$41.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
SELL
|
- |
-8.03K- 3.52% |
$204K - $222K
|
220K
$7.84M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-8.55K- 55.38% |
$217K - $236K
|
6.89K
$246K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-8.68K- 48.82% |
$221K - $240K
|
9.1K
$324K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-9.51K- 70.68% |
$242K - $263K
|
3.95K
$141K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-10.7K- 11.65% |
$273K - $296K
|
81.3K
$2.9M
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-11.1K- 5.62% |
$281K - $306K
|
186K
$6.63M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-11.5K- 88.73% |
$292K - $318K
|
1.46K
$52K
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-11.5K- 34.41% |
$293K - $318K
|
21.9K
$782K
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-16K- 99.83% |
$408K - $443K
|
27
$963
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-16.3K- 1.81% |
$415K - $451K
|
885K
$31.5M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-18.3K- 1.05% |
$465K - $505K
|
1.73M
$61.7M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-22.2K- 26.18% |
$564K - $613K
|
62.6K
$2.23M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-26.8K- 20.44% |
$681K - $740K
|
104K
$3.71M
|
|
|
May 15, 2023
Q1 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-29.8K- 28.33% |
$757K - $823K
|
75.3K
$2.68M
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-30.4K- 7.42% |
$773K - $840K
|
379K
$13.5M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-30.9K- 47.32% |
$786K - $855K
|
34.4K
$1.23M
|
|
|
Apr 10, 2023
Q1 2023
|
Wela Strategies, Inc.
|
SELL
|
- |
-32.2K- 32.11% |
$820K - $891K
|
68.2K
$2.43M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-33.3K- 47.98% |
$846K - $920K
|
36.1K
$1.29M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-33.3K- 94.41% |
$847K - $921K
|
1.97K
$70.4K
|
|
|
Apr 25, 2023
Q1 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-36.3K- 24.3% |
$922K - $1M
|
113K
$4.03M
|
|
|
May 15, 2023
Q1 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-48.4K- 5.8% |
$1.23M - $1.34M
|
786K
$28M
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-50.3K- 75.55% |
$1.28M - $1.39M
|
16.3K
$581K
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-50.3K- 75.55% |
$1.28M - $1.39M
|
16.3K
$581K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-51.5K- 4.41% |
$1.31M - $1.42M
|
1.12M
$39.8M
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-57K- 20.76% |
$1.45M - $1.57M
|
217K
$7.75M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-63.1K- 61.83% |
$1.6M - $1.74M
|
38.9K
$1.39M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-82.8K- 63.7% |
$2.11M - $2.29M
|
47.2K
$1.68M
|
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-95.4K- 57.33% |
$2.42M - $2.64M
|
71K
$2.53M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-136K- 28.92% |
$3.46M - $3.76M
|
334K
$11.9M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-153K- 7.51% |
$3.88M - $4.22M
|
1.88M
$67M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-203K- 7.14% |
$5.16M - $5.61M
|
2.64M
$94M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-230K- 37.36% |
$5.84M - $6.35M
|
385K
$13.7M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-233K- 95.0% |
$5.93M - $6.45M
|
12.3K
$438K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-256K- 11.33% |
$6.51M - $7.08M
|
2M
$71.4M
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-836K- 15.34% |
$21.2M - $23.1M
|
4.61M
$164M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.11M- 57.25% |
$79M - $85.9M
|
2.32M
$82.7M
|